ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 124 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,368 | -3.4% | 15,775 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $539,740 | -2.9% | 15,745 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $555,749 | +1.4% | 16,025 | +1.2% | 0.00% | 0.0% |
| Q4 2022 | $548,052 | +136.2% | 15,840 | +117.4% | 0.00% | – |
| Q3 2022 | $232,000 | -18.6% | 7,285 | -13.0% | 0.00% | – |
| Q2 2022 | $285,000 | -5.6% | 8,377 | +3.2% | 0.00% | – |
| Q1 2022 | $302,000 | -31.2% | 8,114 | -27.8% | 0.00% | -100.0% |
| Q4 2021 | $439,000 | +8.7% | 11,235 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $404,000 | +33.8% | 10,887 | +36.9% | 0.00% | 0.0% |
| Q2 2021 | $302,000 | -6.2% | 7,955 | -8.9% | 0.00% | 0.0% |
| Q1 2021 | $322,000 | -4.7% | 8,733 | -12.5% | 0.00% | 0.0% |
| Q4 2020 | $338,000 | +0.6% | 9,986 | -13.1% | 0.00% | 0.0% |
| Q3 2020 | $336,000 | -61.3% | 11,495 | -61.7% | 0.00% | -66.7% |
| Q2 2020 | $869,000 | -30.5% | 29,981 | -38.0% | 0.00% | -40.0% |
| Q1 2020 | $1,250,000 | +12400.0% | 48,324 | +16225.7% | 0.01% | – |
| Q2 2019 | $10,000 | – | 296 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEALTH MANAGEMENT RESOURCES, INC. | 203,359 | $7,949,000 | 5.12% |
| Wade Financial Advisory, Inc | 98,271 | $3,841,000 | 2.00% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 56,170 | $2,196,000 | 1.98% |
| Burns Matteson Capital Management, LLC | 45,150 | $1,764,910 | 1.20% |
| Brickley Wealth Management | 137,232 | $5,364,000 | 1.14% |
| Empirical Asset Management, LLC | 27,735 | $1,084,000 | 1.05% |
| Professional Financial Advisors, LLC | 53,749 | $2,101,000 | 0.91% |
| High Net Worth Advisory Group LLC | 60,905 | $2,381,000 | 0.83% |
| Cornerstone Wealth Management, LLC | 198,188 | $7,749,000 | 0.74% |
| Atlas Private Wealth Management, LLC | 33,731 | $1,319,000 | 0.74% |